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Mastercard

2,714 hedge funds and large institutions have $263B invested in Mastercard in 2023 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 1,001 increasing their positions, 1,142 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,714
Holders Change
+22
Holders Change %
+0.82%
% of All Funds
43.44%
Holding in Top 10
316
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-9.97%
% of All Funds
5.06%
New
172
Increased
1,001
Reduced
1,142
Closed
93
Calls
$3.45B
Puts
$3B
Net Calls
+$453M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Shares
Change %
LIP
676
Liontrust Investment Partners
United Kingdom
$11M -$22.2M -61,100 -67%
CF
677
Centaurus Financial
California
$10.9M +$242K +666 +2%
KRSITF
678
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10.9M -$202K -555 -2%
GT
679
Greenleaf Trust
Michigan
$10.8M +$77.8K +214 +0.7%
FCH
680
Freestone Capital Holdings
Washington
$10.8M -$157K -432 -1%
FNBOO
681
First National Bank of Omaha
Nebraska
$10.7M -$506K -1,391 -5%
SCM
682
Shelton Capital Management
Colorado
$10.6M +$6.83M +18,798 +179%
ACM
683
Aquatic Capital Management
Illinois
$10.6M +$10.6M +29,100 New
EW
684
Evoke Wealth
California
$10.6M -$11.6K -32 -0.1%
TAS
685
TIFF Advisory Services
Pennsylvania
$10.5M -$4.9M -13,486 -32%
PCIA
686
Prime Capital Investment Advisors
Kansas
$10.5M +$3.89M +10,715 +59%
KHLMVGHM
687
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$10.5M
VIM
688
Vinva Investment Management
Australia
$10.4M +$10.4M +29,063 New
CGA
689
Compound Global Advisors
Washington
$10.4M -$3.91M -10,768 -27%
TRCT
690
Tower Research Capital (TRC)
New York
$10.4M +$2.71M +7,466 +35%
OA
691
Oxbow Advisors
Texas
$10.3M +$27.3K +75 +0.3%
ERWM
692
Elk River Wealth Management
Colorado
$10.2M +$194K +533 +2%
SAM
693
Sawgrass Asset Management
Florida
$10.2M -$372K -1,025 -4%
ORI
694
Oak Ridge Investments
Illinois
$10.2M -$28.3K -78 -0.3%
BCP
695
Bluegrass Capital Partners
Florida
$10.2M
DADC
696
D.A. Davidson & Co
Montana
$10.1M -$1.54M -4,255 -13%
UI
697
Untitled Investments
New York
$10.1M -$4.94M -13,594 -33%
ECAM
698
East Coast Asset Management
Massachusetts
$10.1M -$38.5K -106 -0.4%
IIM
699
INTECH Investment Management
Florida
$10M +$607K +1,669 +6%
CM
700
Capital Management
Virginia
$10M -$375K -1,033 -4%